NAFA Asset Managers Pvt Ltd

NAFA Asset Managers Pvt Ltd

AUM (Cr.)


No. of Clients


No. of Investment Approach


As On

30 April 2024

NAFA Capital Advisors, the parent company of NAFA Asset Managers, is an India-focused, integrated financial services platform with activities in investment management and corporate advisory. NAFA Capital Advisors specialises in providing a variety of financial services, advisory services and asset management services across a broad array of asset classes under a single umbrella. The NAFA Group's asset management business includes a private equity fund, public equities & debt market investment management and wealth management services with a wide suite of products to invest in. NAFA will also be launching its Fintech Lending platform towards the end of 2020.The NAFA Group has a team of experienced professionals with in-depth knowledge and expertise in their areas of focus. With decades of combined experience in the financial sector and the group's unmatched network across sectors, NAFA is uniquely armed to enhance profitability and drive business growth.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Emerging Bluechip Portfolio
MID CAP 38.89% 28.65% 25.31% 26.47% 01 Mar, 2016
Small Cap Portfolio
SMALL CAP 28.54% 23.14% 22.11% 23.85% 11 Mar, 2019
Clean Tech Portfolio
MID CAP 74.74% 44.43% NA NA 22 Sep, 2021

* Returns are as on  31st  May 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Manager Profile

Mr Balaji Vaidyanath

Mr Balaji Vaidyanath








AMC Registered Address

302, 3rd Floor, Naman Centre, Plot No. C - 31, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051
SEBI Reg No : INP000006989

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.